QBR Report Builder
NAVIGATION QBR Report Builder
PERMISSIONS IT Provider Admin or VCIO
PERMISSIONS You can limit access to the list of reports at the organization groups level. Refer to Organization groups.
The QBR Report Builder is an effective tool designed to consolidate and streamline quarterly business reviews (QBRs). By integrating data from multiple sources, it enables you to present consistent, insightful, and client-ready reports that foster transparency and trust.
Creating a QBR report
To add a new QBR report for an organization, complete the following steps:
- From the top navigation menu, click QBR Report Builder.
- In the upper-right corner of the page, click Create.
- Select the applicable organization from the drop-down menu.
- Click Continue to open the QBR Report Builder.
NOTE The organization selected for the report cannot be changed after this step, but the organization name displayed in the report can be customized in the report builder settings.
Customizing the report cover page
In the Details tab in the QBR Report Builder, you can customize the following cover page elements:
| Field | Description |
|---|---|
| Logo Settings | |
| Logo file | If a logo file is already uploaded in the organization settings, that file is uploaded here by default but can be changed. Refer to Organization settings. The logo appears on the report cover page and in the footer of every page in the report. To upload the organization's logo, the file must be saved to your local device. Click and drag the file into the upload box or click Select a file.
|
| Logo Alignment | This setting determines the horizontal placement of the logo and corresponds with the selected logo position. Click an alignment option to place the logo on the left side of the page, in the center of the page, or on the right side of the page. |
| Logo Position | This setting determines the vertical placement of the logo and corresponds with the selected logo alignment. Click a position option to place the logo at the top of the page, in the center of the page, or at the bottom of the page. |
| Report Title Settings | |
| Displayed Organization Name | The name of the selected organization as it exists in myITprocess is populated by default but can be removed or edited. This value appears above the report name (title) on the cover page. NOTE If you leave this field blank, the organization name is not displayed on any page of the report unless it exists in other fields or data. |
| Report Name | The default report name is New report. Edit this field to customize the report name (for example, "Quarterly Business Review for Q4 2025"). This value appears as the cover page title. |
| Report Description | Optionally, enter a report description. This value appears below the report name (title) on the cover page. |
| Text Color | Apply a text color to the displayed organization name, report name, and report description by selecting a color from the color wheel, entering RGB values, or entering a HEX code. Click OK to apply the color. |
| Text Alignment | This setting determines the horizontal placement of the displayed organization name, report name, and report description and corresponds with the selected text position. Click an alignment option to place the text on the left side of the page, in the center of the page, or on the right side of the page. |
| Text Position | This setting determines the vertical placement of the displayed organization name, report name, and report description and corresponds with the selected text alignment. Click a position option to place the text at the top of the page, in the center of the page, or at the bottom of the page. |
| Background Settings | |
| Background Image | Optionally, upload a background image to fill the entire cover page and replace the default wave pattern. Click the upload box or Select a file to select an image to upload from your local device.
Clicking Reset to defaults restores the default wave pattern. Clicking Remove removes any background and produces a white cover page. |
| Blur | To blur the background image, enter a blur percentage or click the + or - signs until you reach your desired level of blur. |
Once you finish customizing the cover page as desired, click Save in the upper-right corner of the page.
Configuring report data
You have the option to add a number of different types of data for the selected organization to the report.
The exported report displays this organization data on individual pages in the order you specify in the QBR Report Builder, with each data type displayed as a page title. You can add as many data types as your business goals require and can add the same data type multiple times to showcase in different ways.
You can add the following types of data to the report by clicking Add in the Table of Contents pane:
- Alignment Report: Provides MSPs with insight as to how the technology alignment process is uncovering risks in their environment.
- Budget Report: Displays the organization's budget details, including an overview, breakdown by initiative, and breakdown by quarter.
- Executive Summary: Surfaces data from other Kaseya modules the organization exists in.
- Hardware Warranty: Provides MSPs clear visibility into the status of all client devices, identifies aging hardware, justifies asset replacement budgets, and presents actionable insights for quarterly business reviews.
- Microsoft License Usage Report: Ensures MSPs' client accounts are properly licensed and identifies gaps.
- Notes: Helps MSPs bridge the gap between technical data and executive understanding by adding human context, strategic insights, and clarity to every report.
- Progress Report: Compares an organization's environment over time.
- Strategic Roadmap: Provides a yearly view of an organization's roadmap, divided into four quarters.
Uploading custom PDFs
You have the option to upload one or more PDF documents that include your own customized data, which will appear as part of the report pages. In the Table of Contents pane, click Add > Upload PDF to select a PDF from your local device to add to the report.
Organizing the report sections
To change the order in which sections of data are displayed in the report, click and drag a section in the Table of Contents pane to your desired placement. The Table of Contents is displayed as the first page in the report (after the cover page) and allows readers to click a section name to jump to that page of the report.
Saving and exporting the report
The report cannot be saved or exported until all required fields are populated. A warning icon is displayed for sections that require additional configuration.
Once you finish designing and configuring the report, click Save in the upper-right corner of the page to add the report to the list on the QBR Report Builder page, which allows you and other users (with applicable permissions) to edit it any time.
To export the report containing your configured data in the design you customized, click Export in the upper-right corner of the page. The finished report is automatically downloaded to the default download location on your local device and is ready for sharing.
NOTE The export option is also available on the QBR Report Builder page, described in the next section.
To close out of the QBR Report Builder after saving the report, click Close in the upper-right corner of the page.
Viewing and managing reports
On the QBR Report Builder page, the list of saved QBR reports displays the following fields for each report:
| Field | Description |
|---|---|
| Report Name | The name of the report entered in the Report Name field. |
| Organization | The organization selected for the report upon report creation. |
| Owner | The user who initially created the report. |
| Created | The date on which the report was initially created by the owner. |
| Last Updated | The date on which the report was last edited by any user. |
Editing a report
Click the row of the report you want to edit to open the QBR Report Builder. After making any changes, click Save and then Close. Edit activity is reflected in the Last Updated column on the QBR Report Builder page.
Sorting the list of reports
From the list header, you can sort the list by any one column at a time in ascending or descending order.
Filtering the list of reports
You can filter the list by report name, organization, owner, or created/last updated dates by entering any keywords or dates in the filter bar at the top of the page. The list results are narrowed as you type.
Exporting a report
To export a report containing your configured data in the design you customized in the QBR Report Builder, click the export icon 
at the end of the applicable report row. The finished report is automatically downloaded to the default download location on your local device and is ready for sharing.
NOTE This option is also available within the QBR Report Builder. Refer to Saving and exporting the report.
Deleting one or more reports
To delete a report, click the trash can icon 
at the end of the applicable report row, and then click OK to confirm the deletion.
To delete reports in bulk, select the checkboxes next to the reports you want to delete, and click Delete in the upper-left corner of the page. To select all reports at once to delete, select the checkbox in the list header.
